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“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.August 11
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With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.August 7
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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.August 5
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The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.August 4
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Procyon Partners, which caters to UHNW clients and retirement plans, had a rocky separation from the same former firm.July 28
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The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.July 24
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The list shows how firms of all sizes face a pivotal balancing act in seeking to recruit and retain advisors.July 20
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Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.July 17
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After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.July 17
CEOCyndeo Wealth Partners
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Billion-dollar teams are voting with their feet. Here’s where they are going.June 29
